California Documents You Need to File Probate in California Filing Probate in California Process of Filing Probate in California

What documents do I need to file and process probate in California?

Here is a short list of what documents you need to file and process probate in California:

  1. Look for a will at decedent’s home.
  2. If you cannot locate the will at home, contact the banks to see if the decedent left a safe deposit box there.   Banks are required to allow you to look in a safety deposit box for a will.
  3. Gather a list of known assets of the decedent;
  4.  Look for bank statements;
  5.  Stock records;
  6.  Annuity records;
  7.  Life insurance records;
  8.  Tax returns;
  9.  Last Wage records;
  10.  1099s from banks and other financial institutions.
  11.  Deeds.
  12.  Notes relating to assets.
  13.  Credit Card Bills.
  14.  Home owner’s insurance information.
  15. A few certified death certificates of the decedent.
  16. Any Mortgage information.
  17. Any last medical bills.

If you need assistance in filing probate in California, we are here to help.  Contact us at or call us at 213-260-0026.